- Own the end-to-end CARF, DAC8, CRS 2.0, FATCA, and 1099-DA reporting cycle for entities in scope.
- Define the data specification for the tax platform vendor and work with Product and Data Engineering to build and test the pipeline.
- Build and run QA controls, reconcile reporting files to source data, validate XML schemas, and oversee release decisions.
- Manage the tax platform vendor's scope, delivery calendar, test cycles, output validation, issue resolution, and renewal.
- Set group reporting policy and interpret applicable tax reporting regimes.
- Own global tax self-certification design, validation rules, refresh triggers, and remediation for existing users.
- Define processes for restricting undocumented accounts under DAC8 and CARF.
- Maintain entity readiness tracking and report to the CCO and CARF steering committee.
- Build and lead a small senior team, and coordinate with and train local compliance and entity leads.
- Support independent testing and tax authority examinations with complete, reproducible records.
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